Search Results for: strategies

Phoenix American Financial Services Announces New Client Partnership with Forum Partners
Banking Business News

Phoenix American Financial Services Announces New Client Partnership with Forum Partners

Fintech News Desk
by Fintech News Desk0
Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with Forum Partners (“Forum”). Phoenix will support Forum with its full fund administration services suite including fund accounting as well as its industry leading investor services platform. Forum will benefit from Phoenix American’s combination of advanced technology, focus......
BMO Financial Group to Acquire Clearpool Group Inc.
Business News

BMO Financial Group to Acquire Clearpool Group Inc.

Fintech News Desk
by Fintech News Desk5
Fintech acquisition delivers modern, cloud-based electronic trading platform with visual data analytics and customizable algorithmic strategies Emphasizes BMO’s priorities to provide innovative technology to clients and expand in areas of opportunity and strength BMO Financial Group announced that it has entered into a definitive agreement to acquire Clearpool Group Inc.,......
LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors
Banking Fintech News

LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors

Fintech News Desk
by Fintech News Desk1
LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, announced it has surpassed the $1 trillion mark in assets under administration, with over 90,000 financial advisors actively using its LifeYield Advantage Suite. LifeYield began as a collaboration between Paul R. Samuelson, Chief Investment Officer......
Symphony MediaAI Appoints Mark Moeder as CEO
Business News

Symphony MediaAI Appoints Mark Moeder as CEO

Fintech News Desk
by Fintech News Desk0
Media Technology Expert Brings Two Decades of Industry Experience to Solutions and Services Leader in Media and Entertainment Financial Management Symphony MediaAI announced it has appointed Mark Moeder as CEO, effective immediately. Moeder will lead Symphony MediaAI, a SymphonyAI Group portfolio company, into its next phase of growth, enhancing the existing......
Temenos Helps New US Digital Banks Go Live in 90 Days With the Most Functionally Rich and Technologically Advanced, Front-to-back SaaS Digital Banking Offering
Banking News

Temenos Helps New US Digital Banks Go Live in 90 Days With the Most Functionally Rich and Technologically Advanced, Front-to-back SaaS Digital Banking Offering

Fintech News Desk
by Fintech News Desk0
Leveraging the power of its Temenos Infinity and Temenos Transact front-to-back banking products built on modern cloud-native, cloud-agnostic and API-first technology, Temenos introduces the fastest route to market for new banking entrants seeking to differentiate themselves in the US banking landscape. Temenos US SaaS the enables rapid launch of neobanks......
Fenics GO Announces Leading Liquidity Provider Citadel Securities Joins Its Electronic Trading Platform for Exchange Listed Futures and Options
Fintech News Trading

Fenics GO Announces Leading Liquidity Provider Citadel Securities Joins Its Electronic Trading Platform for Exchange Listed Futures and Options

Fintech News Desk
by Fintech News Desk7
Fenics GO, a division within BGC Partners, Inc. announced that Citadel Securities, a leading global market maker, has joined its pioneering electronic trading platform for exchange listed futures and options. Citadel Securities joins IMC, Maven Securities and Optiver in providing committed two-way liquidity in Eurex listed Euro Stoxx 50 Index Options......
NICE Actimize Adds Cryptocurrency Innovator CipherTrace to X-Sight Marketplace to Enhance Due Diligence and Reduce Risk
Banking Fintech News

NICE Actimize Adds Cryptocurrency Innovator CipherTrace to X-Sight Marketplace to Enhance Due Diligence and Reduce Risk

Fintech News Desk
by Fintech News Desk0
Complementing NICE Actimize’s AML Solutions Portfolio, Ciphertrace Cryptocurrency Solutions Detect Money Laundering and Enable Regulatory Supervision With cryptocurrency-related compliance issues on the rise, and an increase in enforcement actions anticipated, the need for financial institutions to adopt solid AML programs addressing this market segment is expected to escalate this year.......
DolEx Streamlines Processes with Cloud-Based Deployment of Fiserv Anti-Money Laundering Technology
Banking Fintech News

DolEx Streamlines Processes with Cloud-Based Deployment of Fiserv Anti-Money Laundering Technology

Fintech News Desk
by Fintech News Desk0
Deployment Will Enhance Efficiency and Enable Seamless Customer Interactions Fiserv, Inc., a leading global provider of financial services technology solutions, announced that DolEx Dollar Express, Inc. and its affiliate, Europhil, will enhance their anti-money laundering (AML) processes with technology from Fiserv. DolEx, a provider of retail financial services in the......
Sidetrade and Hyman Capital Partnership to Provide AI Technology for Cashflow Generation in Private Equity Portfolio Companies
Artificial Intelligence Fintech News

Sidetrade and Solocal Sign AI partnership Deal

Fintech News Desk
by Fintech News Desk0
Sidetrade, the Artificial Intelligent platform dedicated to accelerating company revenue, and Solocal, the French digital marketing leader, have signed a four-year partnership agreement in the field of Artificial Intelligence (AI). Sidetrade’s machine learning algorithms will allow Solocal to digitalize and automate financial relations with their 399,000 clients, and optimize debt collection.......
Secfi Secures $550M from Serengeti Asset Management To Launch “Pre-Wealth Management” Financing Platform
Banking News

Secfi Secures $550M from Serengeti Asset Management To Launch “Pre-Wealth Management” Financing Platform

Fintech News Desk
by Fintech News Desk0
The New Funds Will Expand Secfi’s Options Financing Product, Helping More Startup Employees Manage Their Wealth From Offer to IPO Secfi, the first pre-wealth management platform helping startup employees navigate financial decisions from offer to IPO, announced they have secured a $550 million investment facility from Serengeti Asset Management. The......
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